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Morgan Stanley Mortgage Securities L MTGCX

Quantitative rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 7.62  /  0.61 %
  • Total Assets 198.6 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.320%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 3.62%
  • Effective Duration 4.00 years

Morningstar’s Analysis MTGCX

Will MTGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Morgan Stanley Mortgage Securities L to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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